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    China accelerates semiconductor equipment localization, South Korean firms shift focus to Taiwan clients
    9h 47min ago
    YMTC and CXMT ramp up production to reshape global memory market amid AI surge
    9h 47min ago
    Samsung foundry launched new 2nm temperature sensor IP to improve chip thermal and area efficiency
    9h 47min ago
    China's tungsten export controls pose major threat to South Korea's semiconductor supply
    9h 48min ago
    NEWS TAGGED ANALYSIS
    Wednesday 8 April 2026
    Analysis: China's humanoid robot market forms three-player structure at scaling inflection point

    China's AgiBot Innovation (Shanghai) Technology has shipped its 10,000th humanoid robot, the Agibot Expedition A3, signalling early mass...

    Tuesday 7 April 2026
    In-depth: How DeepSeek V4 strengthens Huawei's role in China's AI stack
    China's push for a self-sufficient AI stack is no longer theoretical — it is entering deployment. DeepSeek's upcoming V4 model, expected within weeks, signals a shift from experimentation...
    Tuesday 7 April 2026
    Analysis: NVLink licensing reshapes semiconductor alliance; potential Broadcom truce
    In September 2025, Nvidia CEO Jensen Huang made a rare joint livestream appearance with Intel CEO Pat Gelsinger to announce a US$5 billion equity investment in Intel. In March 2026,...
    Thursday 2 April 2026
    Deep dive: Huawei 2025 annual report reveals why its AI strategy starts with infrastructure

    As the global AI race accelerates, Huawei's 2025 annual report leaves little ambiguity: AI now sits at the core of its strategy. The 147-page...

    Wednesday 1 April 2026
    Analysis: In Japan's EV race, aggression costs Honda while Nissan learns to adapt

    A year ago, the Japanese automotive world watched Honda, the financially robust "second brother," attempt to assert dominance over its...

    Monday 30 March 2026
    Analysis: Terafab's scale raises market doubts; is Elon Musk aiming to dominate chip supply chain?
    Elon Musk recently announced the launch of the "Terafab" project, aiming to expand compute production capacity to 1 TW per year, which is about 50 times the current global compute...
    Friday 27 March 2026
    In-depth: Google TurboQuant cuts LLM memory 6x, resets AI inference cost curve

    Google has introduced TurboQuant, a compression algorithm that reduces large language model (LLM) memory usage by at least 6x while boosting...

    Friday 27 March 2026
    Analysis: OpenAI shifts to enterprise, Anthropic advances; Google Gemini leads consumer AI
    By late 2025, most enterprises adopting AI chose OpenAI. In 2026, that trend is reversing. Enterprise users now increasingly favor Anthropic over OpenAI, marking a shift in competitive...
    Wednesday 25 March 2026
    Analysis: Qualcomm restructures Asia operations, giving Taiwan greater strategic weight
    At a spring banquet in Taiwan, Qualcomm used the occasion not only to recap highlights from its recent appearances at major industry exhibitions, but also to underscore the growing...
    Tuesday 24 March 2026
    Analysis: How Nvidia is reshuffling partners for the inference era
    On August 15, 2023, a routine press release landed in the inboxes of semiconductor analysts and tech journalists worldwide. Titled "Groq Selects Samsung Foundry to Bring Next-gen LPU...
    Saturday 21 March 2026
    Analysis: Samsung's Exynos chip rebounds with mixed performance in 2nm era
    Samsung Electronics' self-developed mobile application processor (AP) series, Exynos, long criticized for poor performance and overheating issues, is showing signs of revival. The...
    Friday 20 March 2026
    Analysis: Supermicro co-founder's GTC star turn ends in federal indictment
    At NVIDIA GTC 2026, Super Micro Computer (Supermicro) appeared firmly at the center of the AI infrastructure boom. The company showcased its deepening collaboration with Nvidia and...
    Friday 20 March 2026
    Analysis: Alibaba and Baidu raise AI pricing as token-based model reshapes cloud economics
    Alibaba and Baidu have raised prices for AI computing services, reflecting a broader shift in how cloud providers monetize AI as demand for tokenized workloads accelerates.
    Friday 20 March 2026
    Analysis: Memory price swings leave e-reader supply chain in the red
    Recent shifts in the memory market are putting significant pressure on the e-reader supply chain, from upstream manufacturers to midstream module makers and downstream brand compan...
    Thursday 19 March 2026
    Analysis on Micron's strategic pivot: de-commoditizing the memory industry

    The most significant revelation from CEO Sanjay Mehrotra during Micron's earnings call was the structural shift in how the company engages with...

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    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook